Abstract data


Ensure compliance and a positive client experience with faster onboarding from anywhere. Collect client information, verify identity and funds, complete AML checks, and obtain digital signatures in one secure and convenient place.

Everything in one place

Manage documents, track cases, and communicate with your client directly from the platform.

Laptop with Client Onboarding Screenshot

Compliance made easier

Built-in verification of identity and proof of funds saves you time while ensuring compliance with KYC and AML regulations.

Laptop with Client Onboarding Screenshot

Simpler, faster payments

Make it easier for your clients to submit payments and for your firm to allocate funds to the right cases.

Laptop with Client Onboarding Screenshot

Safe and secure

Bank-grade access protocols, proprietary high-security cloud servers and real-time scans of uploaded documents are just a few of the measures we take to keep you and your clients safe.

Laptop with Client Onboarding Screenshot


To find out more information about this solution, request a demo, or simply ask us a question, please use this form.

Solution Contact Form